Townsend & Associates
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Townsend & Associates’s Caterpillar CAT Stock Holding History

Townsend & Associates’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$540K Buy
739
+5
+0.7% +$4.24K 0.05% 76
2026
Q2 		$634K Sell
734
-31
-4% -$27.2K 0.05% 75
2026
Q1 		$619K Hold
765
– – 0.05% 74
2025
Q4 		$495K Buy
765
+65
+9% +$36.1K 0.04% 81
2025
Q3 		$369K Buy
+700
New +$299K 0.04% 88

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Townsend & Associates's CAT Position: Q3 2026 in Review

Townsend & Associates increased its Caterpillar (CAT) stake by 0.68% in Q3 2026, buying an estimated $4.24K and bringing the position to 739 shares worth $540K. The position accounts for 0.05% of the portfolio, ranked #76.

Townsend & Associates first reported a position in CAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $634K in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Townsend & Associates held 739 shares of Caterpillar worth $540K as of Q3 2026.
  • Townsend & Associates bought 5 Caterpillar shares in Q3 2026, an estimated $4.24K.
  • Caterpillar made up 0.05% of Townsend & Associates's portfolio in Q3 2026, its #76 holding.
  • Townsend & Associates first reported a position in Caterpillar in Q3 2025 and has held it in 5 quarters since.
  • Townsend & Associates's Caterpillar position peaked at $634K in Q2 2026.
  • 1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Townsend & Associates's 13F filing for Q3 2026, filed 23 Oct 2026.